| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Lutz Trademark Financial Management, LLC | 29,581 | $2.8M | $4.04M | $1.24M | 44.14% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 10,696 | $929,545.68 | $1.46M | $531,795.32 | 57.21% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 5,501 | $510,118.06 | $749,126.18 | $239,008.12 | 46.85% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 217 | $21,519.47 | $29,132.25 | $7,612.78 | 35.38% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 7,552 | $671,311.52 | $1.03M | $357,233.12 | 53.21% |
David Quinn Pine Harbor Wealth Management, LLC | 12,062 | $1.23M | $1.65M | $422,085.68 | 34.42% |
| WL Wealthcollab LLC WealthCollab, LLC | 16,380 | $1.42M | $2.23M | $806,865.48 | 56.65% |
Ian Jameson American Capital Advisory, LLC | 625 | $68,734.92 | $85,087.5 | $16,352.58 | 23.79% |
Mark Weiskind Fairway Wealth LLC | 479 | $48,765.38 | $65,024.25 | $16,258.87 | 33.34% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 3,712 | $435,017.93 | $506,892.16 | $71,874.23 | 16.52% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 9,114 | $963,850.54 | $1.22M | $259,703.96 | 26.94% |
Bray Creech Joel Adams & Associates, Inc. | 9,875 | $1.07M | $1.34M | $274,039.21 | 25.59% |
Brian Krause Cascade Financial Partners, LLC | 1,565 | $206,956 | $211,807.1 | $4,851.1 | 2.34% |
Brady Green GGM Financials LLC | 1,652 | $185,475.5 | $223,622.98 | $38,147.48 | 20.57% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 12,464 | $1.24M | $1.7M | $461,969.88 | 37.26% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 57,380 | $5.59M | $7.84M | $2.25M | 40.33% |
Sara Beth Stanich Stanich Group LLC | 551,409 | $58.72M | $75.04M | $16.32M | 27.78% |
| HAS Hayley A. Snell LRI Investments, LLC | 4,485 | $443,758.59 | $612,381.9 | $168,623.31 | 38% |
Michael Dziura Westfuller Advisors, LLC | 42,011 | $4.67M | $5.64M | $966,795.32 | 20.69% |
Beth Steinhaus Breakwater Investment Management | 229 | $21,341.45 | $30,845.15 | $9,503.7 | 44.53% |